quicker financial planning tool

We created Retirement in a Nutshell because we felt other planning solutions were too complex and expensive. We created a financial planning solution that is:

1. Easy to use & implement by advisors.
2. Flexible for the unique retirement needs of clients.
3. Easily understood by clients.
4. Very competitively priced - $35 per month or $360/year for unlimited use.

Add value to your practice by:

• Creating plans quickly with great detail for your clients
• Building continued client loyalty
• Referrals from clients who receive plans
• Easily adjusting the plan for changes with each client review

We offer a 1 month free trial with no strings attached.
We also offer a 1 hour training webinar to save time and accelerate your learning curve.

• Patented process for computing client living expenses and standard of living
• Clients do not have to itemize or pull a number out of the air
• Saves time - Client can keep expense information private
• More accurate - accounts for every dollar

• Clean Finra review.
• Approved by LPL Marketing Regulatory Review for use by all LPL advisors.
• Approved by LPL Financial Planning Group for charging clients under LPL's RIA and hourly consulting program.
• On Securities America approved list of third party software.